Line of credit account

harold's Avatar

harold

13 May, 2022 08:21 AM

This comment was split from the discussion: Canadian Banks Automatic Downloads

A related problem with another bank: 3 transactions in a line of credit account (dated prior to today's date) are not being downloaded through MD+, can I download them though the browser on the bank website or could that cause issues with the MD+ connection?

  1. Support Staff 1 Posted by Maddy on 13 May, 2022 08:34 AM

    Maddy's Avatar

    Hi Harold,

    Usually you can select Online->Setup Moneydance+ and click on an account (not the bank name) in the right column you should see a popup menu. If you select the Reset Sync Date entry, Moneydance will prompt you to select how far back in time you'd like it to request transactions, upon the next download. How far back the transactions actually go is dependent upon the bank and/or their service provider, but Moneydance will request whatever date you specify.

    As a side note: if those 3 transactions are still pending (this could be the reason why they have not been downloaded yet) and you manually import them to Moneydance, upon the next download they will appear again creating duplicates.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by harold on 17 May, 2022 07:00 PM

    harold's Avatar

    I have tried the option of resetting the sync date to no avail

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